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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
401
HB Wealth Management
Georgia
$1.82M +$1.81M +19,462 New
LAM
402
Lewis Asset Management
California
$1.82M -$148K -1,596 -8%
PPWM
403
Paragon Private Wealth Management
Kentucky
$1.78M +$93.5K +1,006 +6%
SFS
404
Sowell Financial Services
Arkansas
$1.77M -$20.4K -220 -1%
BWS
405
Buck Wealth Strategies
Colorado
$1.77M +$1.75M +18,866 New
FIM
406
Freedom Investment Management
Connecticut
$1.74M -$1.19M -12,795 -41%
LCC
407
Lincoln Capital Corp
Rhode Island
$1.73M +$193K +2,082 +13%
CL
408
Choreo LLC
Illinois
$1.73M +$1.73M +18,575 New
VCP
409
Verus Capital Partners
Arizona
$1.71M -$45.9K -494 -3%
SI
410
SimpliFi Inc
California
$1.69M +$199K +2,138 +13%
WF
411
Warner Financial
Maryland
$1.68M -$50.4K -542 -3%
SWP
412
Stratos Wealth Partners
Ohio
$1.68M +$189K +2,035 +13%
GSEP
413
Golden State Equity Partners
California
$1.68M +$1.66M +17,889 New
FCI
414
Financial Counselors Inc
Kansas
$1.65M +$909K +9,786 +125%
SP
415
Stablepoint Partners
Massachusetts
$1.64M +$724K +7,792 +82%
WWC
416
Waypoint Wealth Counsel
Georgia
$1.64M -$63.6K -685 -4%
AFS
417
Access Financial Services
Minnesota
$1.64M -$127K -1,362 -7%
LCAM
418
London & Capital Asset Management
United Kingdom
$1.64M +$650K +7,000 +67%
PMAM
419
Picton Mahoney Asset Management
Ontario, Canada
$1.63M – – –
LPT
420
Legacy Private Trust
Wisconsin
$1.61M -$669K -7,198 -30%
WC
421
Waterloo Capital
Texas
$1.59M +$1.57M +16,948 New
SAM
422
Smartleaf Asset Management
Massachusetts
$1.56M +$131K +1,415 +9%
IWM
423
IHT Wealth Management
Illinois
$1.56M +$384K +4,131 +33%
AB
424
Atlas Brown
Kentucky
$1.53M -$34.7K -374 -2%
HWA
425
HCR Wealth Advisors
California
$1.52M – – –
15 16
17
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